ERP Implementation Checklist

Work through this before you sign anything

Every item here has cost a project we were later asked to rescue. None of them require software to fix.

Stage	Checklist item	Done when
Before signing	Named internal owner agreed	One person is accountable, by name
	Phase-one scope written down	Including what is deliberately excluded
	Success measures agreed	You can say what better looks like, numerically
Data	Customer and supplier masters deduplicated	One record per real entity
	Item list rationalised	Dead codes retired, not migrated
	Cut-off date agreed with finance	In writing
Configuration	Real approval chains modelled	Including holiday delegation
	Document layouts approved	In both languages, by finance and audit
Testing	UAT scripts per role	Written by the people who do the job
	Reconciliation signed off	By name, before go-live
	Cutover dry run completed	On a normal working day
Go-live	Training delivered per role	Close to go-live, not months before
	Support capacity reserved	For the four weeks after launch
	Rollback position agreed	Everyone knows what happens if it goes wrong

Tell us how your processes run today and we will come back with a practical view of scope, effort and timeline.